iamDCinvestor
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“u dumb bag holder- you held your bags through a hell bear market
with the hopes that a project which chose to prioritize meaningful decentralization- in concept, design, planning and execution,
powered by the world’s most liquid, credibly-neutral permissionless asset
would somehow win and become the global settlement layer which banks and governments would choose to build on, allowing permissionless activity to flourish alongside it”
guilty as charged, but also, i’ll probably be right
with the hopes that a project which chose to prioritize meaningful decentralization- in concept, design, planning and execution,
powered by the world’s most liquid, credibly-neutral permissionless asset
would somehow win and become the global settlement layer which banks and governments would choose to build on, allowing permissionless activity to flourish alongside it”
guilty as charged, but also, i’ll probably be right
“how could trillions of dollars worth of real world assets being deployed on Ethereum possibly be bullish for the network and ETH??”
folks, these people are redacted
folks, these people are redacted
many reading this probably won’t want to believe it
but you’re going to see heavy, heavy bids on the ETH ETFs soon
prepare yourselves
but you’re going to see heavy, heavy bids on the ETH ETFs soon
prepare yourselves
Ethereum's ability to seamlessly adapt & incorporate quantum-resistant cryptography in a completely non-contentious, roadmapped way
in an exponential age where this could become absolutely relevant very quickly
is NOT priced in
in an exponential age where this could become absolutely relevant very quickly
is NOT priced in
i've never been more bullish on the fact that the exponential age of AI and robotics is in fact happening
nor on the value proposition of ETH & Ethereum in such a world
if it doesn't yet, it may click for you within 1 year (and price will be multiples higher by then)
gl
nor on the value proposition of ETH & Ethereum in such a world
if it doesn't yet, it may click for you within 1 year (and price will be multiples higher by then)
gl
bull market back on the menu, ladies and gents 🎩
some would try to convince you that public blockchains exist to serve their stakers
because that is the end-argument for maximizing revenue at all costs. your goal becomes how you can best enrich network operators
but Ethereum is different. Ethereum does not serve its stakers
its stakers serve Ethereum, Ethereum users, and ETH holders who use ETH as money and a store of value asset
it’s a critical difference, and it is the reason why Ethereum will win over all other programmable smart contract chains
because that is the end-argument for maximizing revenue at all costs. your goal becomes how you can best enrich network operators
but Ethereum is different. Ethereum does not serve its stakers
its stakers serve Ethereum, Ethereum users, and ETH holders who use ETH as money and a store of value asset
it’s a critical difference, and it is the reason why Ethereum will win over all other programmable smart contract chains
the unique value of ETH doesn't come from it being an asset with a cult-like following
its value comes from being the most liquid and minimal trust-assumption asset
on the most credibly neutral, programmable blockchain. the one which effectively invented this category of chain
this is something BTC can't do
and this remains the unique value proposition for ETH in a market with more centralized chains
which is why ETH trades at marketcap multiples of the competition, even if VC-oors can't figure out why this is the case
its value comes from being the most liquid and minimal trust-assumption asset
on the most credibly neutral, programmable blockchain. the one which effectively invented this category of chain
this is something BTC can't do
and this remains the unique value proposition for ETH in a market with more centralized chains
which is why ETH trades at marketcap multiples of the competition, even if VC-oors can't figure out why this is the case
remember this moment in 1 year
when you finally saw the moment when it became obvious that the biggest players in the financial world were about to build on Ethereum
but you were still convinced ETH was a bad investment, because people on Twitter said it was bad
when you finally saw the moment when it became obvious that the biggest players in the financial world were about to build on Ethereum
but you were still convinced ETH was a bad investment, because people on Twitter said it was bad
remember this moment in 1 year
when you finally saw the moment where it became obvious that the biggest players in the financial world was about to build on Ethereum
but you were still convinced ETH was a bad investment, because people on Twitter said it was bad
when you finally saw the moment where it became obvious that the biggest players in the financial world was about to build on Ethereum
but you were still convinced ETH was a bad investment, because people on Twitter said it was bad
lots of good arguments why the US should have a @EFDevcon, but getting US visas for all participants is a real issue as well
i think perhaps instead we should consider reforming something like EthDenver into something which moves around the USA and features much more prominent focus on content for investor and policy audiences
we need to ask ourselves if the hackathon vibe, sponsored by every VC-funded chain, fits where Ethereum is at this point and what's needed to grow the network from here. idk the answer, i just hear a lot of criticism from folks on EthDenver and how it is not very Ethereum-focused at this point and is a very commercialized "crypto conference"
another option is to create a new Ethereum and ETH-focused conference run by @Etherealize_io or similar
i think perhaps instead we should consider reforming something like EthDenver into something which moves around the USA and features much more prominent focus on content for investor and policy audiences
we need to ask ourselves if the hackathon vibe, sponsored by every VC-funded chain, fits where Ethereum is at this point and what's needed to grow the network from here. idk the answer, i just hear a lot of criticism from folks on EthDenver and how it is not very Ethereum-focused at this point and is a very commercialized "crypto conference"
another option is to create a new Ethereum and ETH-focused conference run by @Etherealize_io or similar
Circle/USDC won't sell to Ripple imo, but Ripple will use this opportunity to drive the price tag up for Coinbase
Coinbase will probably acquire them at some point if they are really for sale
Circle management can make a very clear argument to their shareholders that it's better for their business prospects to integrate with Coinbase rather than Ripple/XRP, and the investors would get Coinbase stock in exchange
Coinbase will probably acquire them at some point if they are really for sale
Circle management can make a very clear argument to their shareholders that it's better for their business prospects to integrate with Coinbase rather than Ripple/XRP, and the investors would get Coinbase stock in exchange
the long-term bull case for NFTs is not another near-term bull run because crypto participants got cyclically rich
it's digital culture store of value assets being seen on-par with or superior to physical culture store of value assets (like high-end art)
i think we'll be there in <10 years (especially with digital trends moving as quickly as they are), but most of you are not that patient tbh
the payoff potential is some individual assets valued at 9 figures USD
dyor
it's digital culture store of value assets being seen on-par with or superior to physical culture store of value assets (like high-end art)
i think we'll be there in <10 years (especially with digital trends moving as quickly as they are), but most of you are not that patient tbh
the payoff potential is some individual assets valued at 9 figures USD
dyor
the long-term value of Ethereum
lies not in its ability to bend with the prevailing and highly shifting narrative winds of today
but to build something great and useful which will last
by surviving multiple category 5 hurricanes in succession, over and over again
lies not in its ability to bend with the prevailing and highly shifting narrative winds of today
but to build something great and useful which will last
by surviving multiple category 5 hurricanes in succession, over and over again
stablecoins will become a critical supply sink for US debt
because they transmute ravenous demand for liquid, digital US dollars (the global reserve currency) into demand for US Treasuries / debt
at a time when the government is actively nuking the desirability of holding debt for many participants due to devaluing the future payouts through inflation
because they transmute ravenous demand for liquid, digital US dollars (the global reserve currency) into demand for US Treasuries / debt
at a time when the government is actively nuking the desirability of holding debt for many participants due to devaluing the future payouts through inflation
i’m not getting shook
yes, USD and US debt are going to shit, but we already knew that
crypto will survive
yes, USD and US debt are going to shit, but we already knew that
crypto will survive
i’m not getting shook
yes, USD is going to shit, but we already knew that
crypto will survive
yes, USD is going to shit, but we already knew that
crypto will survive
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